XPEL, Inc. (XPEL) Q1 2026 Earnings Call Transcript
XPEL, Inc. (XPEL) came out with quarterly earnings of $0.37 per share, beating the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.31 per share a year ago.
XPEL gained direct control of China operations, unlocking a major growth catalyst in the large automotive market. China revenue surged 65.3% post-acquisition, now representing 8.4% of total revenue, with further upside potential as market penetration deepens. XPEL's 13.3% FY 2025 revenue growth outpaces the 5–7% industry CAGR, highlighting competitive strength and accelerating momentum.
XPEL, Inc. (XPEL) Q4 2025 Earnings Call Transcript
XPEL, Inc. ( XPEL ) Q3 2025 Earnings Call November 5, 2025 11:00 AM EST Company Participants Ryan Pape - Chairman, President & CEO Barry Wood - Senior VP, CFO & Secretary Conference Call Participants John Nesbett - Institutional Marketing Services, Inc. Jeff Van Sinderen - B. Riley Securities, Inc., Research Division Matthew Raab - Craig-Hallum Capital Group LLC, Research Division Presentation Operator Greetings, and welcome to the XPEL, Inc. Third Quarter 2025 Earnings Call.
XPEL, Inc. (XPEL) came out with quarterly earnings of $0.47 per share, missing the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.54 per share a year ago.
XPEL, Inc. (NASDAQ:XPEL ) Q2 2025 Earnings Conference Call August 6, 2025 11:00 AM ET Company Participants Barry R. Wood - Senior VP, CFO & Secretary Ryan L.
XPEL, Inc. (XPEL) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.54 per share a year ago.
XPEL is a Buy due to reaccelerating double-digit growth, robust cash flow, and a dominant niche in automotive protection films. The company's asset-light, debt-free model and strong insider ownership support ongoing innovation, acquisitions, and shareholder returns. Premium valuation is justified by high ROE, strong margins, and global expansion opportunities, with analysts seeing 20–50% upside.
XPEL, Inc. (NASDAQ:XPEL ) Q1 2025 Results Conference Call May 6, 2025 11:00 AM ET Company Participants John Nesbett - IMS, Investor Relations Ryan Pape - President & Chief Executive Officer Barry Wood - Senior Vice President & Chief Financial Officer Conference Call Participants Jeff Van Sinderen - B. Riley Matthew Raab - Craig-Hallum Operator Good morning, everyone, and welcome to the XPEL Incorporated First Quarter 2025 Earnings Call.
XPEL, Inc. (XPEL) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.24 per share a year ago.
XPEL Inc. has experienced rapid revenue growth but faces challenges like slowing revenue growth, increased costs, and uncertainties in the Chinese market due to tariffs. Despite headwinds, XPEL remains fundamentally sound with strong brand loyalty, high profit margins, and minimal debt, making it a potential value investment. Valuation assumptions include 12% revenue growth, 11-12% operating margins, and a 15% discount rate, suggesting the stock is currently fairly valued.